Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Lorraine Judge is a financial advisor with Janney Montgomery Scott LLC. Donna has been in the industry since April 6, 1993 and holds Series 6, 7, 24, 63 and 65 licenses. Donna has prior experience with several other firms including Wells Fargo Advisors LLC, A.G. Edwards & Sons, Inc., Legg Mason Wood Walker, Incorporated, MDS Securities Incorporated, 440 Financial Distributors, Inc., and FIS Securities, Inc. Donna specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
CT
11/08/2024 - Present
Janney Montgomery Scott LLC (Westbrook CT)
CT
01/01/2008 - 03/28/2019
WELLS FARGO CLEARING SERVICES, LLC (GLASTONBURY CT)
CT
03/09/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GLASTONBURY CT)
MD
02/23/1996 - 03/26/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IN
01/02/1996 - 02/23/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
ME
04/17/1995 - 12/31/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
MA
04/06/1993 - 04/17/1995
FIS SECURITIES, INC. (BOSTON MA)
IA
Issued 06/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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